See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,356 | $185,822+21.8% | $169,993+33.2% | $139,434+62.3% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 13.37% | 60.50%-47.1pp | 53.37%-40.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $4,017 | $7,590-47.1% | $6,785-40.8% | $4,751-15.4% |
| Participant deferral / active EE | $2,728 | $11,622-76.5% | $10,408-73.8% | $6,710-59.3% |
| Admin fee / account holder | $19,344 | $15,381+25.8% | $12,815+50.9% | $11,403+69.6% |